Besi posts strong bookings as AI drives demand for hybrid bonding tech
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 23 2025
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Source: Reuters
Order Growth and Market Position: BE Semiconductor Industries (Besi) reported an 8.2% increase in order bookings in Q1, driven by demand for AI-related applications and hybrid bonding solutions, despite a 6.1% decline in revenue due to lower shipments in mobile and automotive sectors.
Future Demand Outlook: The company anticipates strong demand for advanced packaging in AI applications through 2026-2028, although the timing of a broader market recovery remains uncertain due to trade war impacts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
